Recent discussions on X about Dell Technologies (DELL) have been ignited by the company's upward revision of its long-term financial outlook, with projected annual revenue growth now set at 7-9%, up from a prior range of 3-4%. Many participants on the platform have expressed enthusiasm over the stock's premarket surge of over 6%, attributing it to robust demand for AI servers. This news has sparked a flurry of activity, with some highlighting the potential for sustained growth in the AI infrastructure space.
However, not all sentiments are uniformly positive, as a segment of the conversation focuses on lingering concerns about operating margins, particularly following recent earnings where AI server shipments hit record highs but profitability took a hit. Posts on X reflect a divide, with some cautioning about competitive pricing pressures in the AI market and softening demand in core server segments. The dynamic back-and-forth keeps the dialogue engaging, as investors weigh the balance between innovation-driven growth and financial challenges.
Note: This discussion summary was generated from an AI condensation of post data.
Dell Technologies Congressional Stock Trading
Members of Congress have traded $DELL stock 2 times in the past 6 months. Of those trades, 1 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $DELL stock by members of Congress over the last 6 months:
- REPRESENTATIVE LISA C. MCCLAIN sold up to $15,000 on 06/10.
- REPRESENTATIVE MARJORIE TAYLOR GREENE purchased up to $15,000 on 05/05.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Dell Technologies Insider Trading Activity
Dell Technologies insiders have traded $DELL stock on the open market 502 times in the past 6 months. Of those trades, 0 have been purchases and 502 have been sales.
Here’s a breakdown of recent trading of $DELL stock by insiders over the last 6 months:
- MICHAEL S DELL (Chief Executive Officer) sold 10,000,000 shares for an estimated $1,222,700,000
- IV (GP), L.L.C. SLTA has made 0 purchases and 240 sales selling 7,115,959 shares for an estimated $932,104,479.
- V (GP), L.L.C. SLTA has made 0 purchases and 240 sales selling 7,115,959 shares for an estimated $932,104,479.
- WILLIAM D GREEN has made 0 purchases and 5 sales selling 230,000 shares for an estimated $32,857,500.
- WILLIAM F SCANNELL (Pres., Glob. Sales & Cust. Ops) sold 91,230 shares for an estimated $10,803,456
- RICHARD J ROTHBERG (General Counsel & Secretary) sold 70,165 shares for an estimated $7,635,355
- JANE TUNNELL (Chief Marketing Officer) sold 28,877 shares for an estimated $3,232,780
- BRUNILDA RIOS (Chief Accounting Officer) has made 0 purchases and 3 sales selling 19,000 shares for an estimated $2,157,285.
- LAKE GROUP, L.L.C. SILVER has made 0 purchases and 4 sales selling 10,681 shares for an estimated $1,285,282.
- YVONNE MCGILL (Chief Financial Officer) has made 0 purchases and 2 sales selling 8,000 shares for an estimated $886,376.
- LYNN VOJVODICH RADAKOVICH has made 0 purchases and 4 sales selling 5,075 shares for an estimated $634,085.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Dell Technologies Hedge Fund Activity
We have seen 710 institutional investors add shares of Dell Technologies stock to their portfolio, and 576 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JANE STREET GROUP, LLC added 4,182,816 shares (+127.9%) to their portfolio in Q2 2025, for an estimated $512,813,241
- GOLDMAN SACHS GROUP INC added 2,790,524 shares (+108.3%) to their portfolio in Q2 2025, for an estimated $342,118,242
- FIL LTD added 1,855,368 shares (+65.4%) to their portfolio in Q2 2025, for an estimated $227,468,116
- ROYAL BANK OF CANADA added 1,549,777 shares (+137.4%) to their portfolio in Q2 2025, for an estimated $190,002,660
- GHISALLO CAPITAL MANAGEMENT LLC added 1,500,000 shares (+inf%) to their portfolio in Q2 2025, for an estimated $183,900,000
- UBS GROUP AG removed 1,463,077 shares (-30.3%) from their portfolio in Q2 2025, for an estimated $179,373,240
- NORDEA INVESTMENT MANAGEMENT AB removed 1,207,281 shares (-89.2%) from their portfolio in Q2 2025, for an estimated $148,012,650
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Dell Technologies Analyst Ratings
Wall Street analysts have issued reports on $DELL in the last several months. We have seen 10 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Citigroup issued a "Buy" rating on 10/08/2025
- B of A Securities issued a "Buy" rating on 10/01/2025
- Bernstein issued a "Outperform" rating on 09/16/2025
- Raymond James issued a "Outperform" rating on 08/29/2025
- Wells Fargo issued a "Overweight" rating on 08/29/2025
- UBS issued a "Buy" rating on 08/29/2025
- Morgan Stanley issued a "Overweight" rating on 08/21/2025
To track analyst ratings and price targets for Dell Technologies, check out Quiver Quantitative's $DELL forecast page.
Dell Technologies Price Targets
Multiple analysts have issued price targets for $DELL recently. We have seen 13 analysts offer price targets for $DELL in the last 6 months, with a median target of $170.0.
Here are some recent targets:
- Jim Kelleher from Argus Research set a target price of $200.0 on 10/09/2025
- Asiya Merchant from Citigroup set a target price of $175.0 on 10/08/2025
- Samik Chatterjee from JP Morgan set a target price of $165.0 on 10/08/2025
- Aaron Rakers from Wells Fargo set a target price of $180.0 on 10/08/2025
- David Vogt from UBS set a target price of $186.0 on 10/08/2025
- Vijay Rakesh from Mizuho set a target price of $170.0 on 10/08/2025
- Michael Ng from Goldman Sachs set a target price of $175.0 on 10/08/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
